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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

289 hedge funds and large institutions have $2.13B invested in SPDR Portfolio Developed World ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 114 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
289
Holders Change
+78
Holders Change %
+36.97%
% of All Funds
6.45%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.85%
New
98
Increased
114
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAW
1
Cornerstone Advisors (Washington)
Washington
$110M
2
BL
2
Balentine LLC
Georgia
$55.1M
3
PPA
3
Parametric Portfolio Associates
Washington
$50.3M
4
Bank of America
4
Bank of America
North Carolina
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$46.4M
2
SMM
2
Stadion Money Management
Georgia
$196M
3
FU
3
Fairfield University
Connecticut
$15.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GFPC
5
Global Financial Private Capital
Florida
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$8.31M +$8.31M +31,406 New
SWM
52
SigFig Wealth Management
California
$8.02M +$773K +29,312 +11%
IF
53
IRON Financial
Illinois
$7.81M +$398K +15,053 +5%
APC
54
Aspire Private Capital
North Carolina
$7.43M +$7.43M +281,055 New
CIM
55
Confluence Investment Management
Missouri
$7.1M +$3.83M +144,790 +117%
WP
56
WealthPLAN Partners
Nebraska
$6.66M +$250K +8,685 +4%
WI
57
WrapManager Inc
California
$6.57M +$17.4K +657 +0.3%
ACA
58
Aptus Capital Advisors
Alabama
$5.73M +$5.73M +216,585 New
WPSG
59
Wealth & Pension Services Group
Georgia
$5.71M +$5.71M +215,823 New
CPO
60
Cerity Partners OCIO
New York
$5.67M +$5.29M +199,987 +1,400%
Mariner
61
Mariner
Kansas
$5.08M +$4.39M +165,847 +629%
W
62
Wealthquest
Ohio
$4.94M +$4.94M +186,606 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$4.91M +$267K +10,104 +6%
FFS
64
Founders Financial Securities
Maryland
$4.81M -$4.56M -172,416 -49%
RJA
65
Raymond James & Associates
Florida
$4.8M +$4.48M +169,494 +1,435%
AF
66
Affiance Financial
Minnesota
$4.36M +$4.36M +164,944 New
UCFA
67
United Capital Financial Advisors
Texas
$4.32M +$4.32M +163,323 New
MGIA
68
Moneta Group Investment Advisors
Missouri
$4M -$628K -23,727 -14%
SC
69
Savant Capital
Illinois
$3.82M +$236K +8,916 +7%
S
70
Surevest
California
$3.76M +$3.76M +142,167 New
MAS
71
Managed Account Services
Florida
$3.7M +$1.07M +38,256 +41%
WP
72
WealthSource Partners
California
$3.69M -$7.59K -287 -0.2%
PA
73
Probity Advisors
Texas
$3.65M +$148K +5,611 +4%
JIC
74
JRM Investment Counsel
Nebraska
$3.51M +$1.86M +70,383 +113%
PWAG
75
Polaris Wealth Advisory Group
California
$3.45M -$856K -32,371 -20%
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3
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